The Power of Discovery

The Mid-Cap Opportunity

By accessing a diverse collection of fundamentally stronger mid-cap companies, a combined small- and mid-cap strategy offers the diversification and return potential of small-cap stocks but with less volatility and fewer of the constraints associated with small cap-only investing. We explore the small- and mid-cap opportunity and discuss why a combined small- and mid-cap portfolio may be an appealing alternative to a small-cap mandate for certain investors.